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Peter Horsfield

 Peter Horsfield

Share profile:
1/35 Grafton St
Cairns
QLD
4870
AU

Overview CONTACT THE ADVISER

Peter Horsfield Peter Horsfield

total Reviews

15

Experience

18yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Infocus
Infocus

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Infocus
Infocus
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $165 ph
  • Ongoing Advice starting from $165 ph

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 15 total)See all

"Peter was great, he replied to my query immediately and offered helpful informed advice. I would definitely recommend Peter to help with your financial questions."

Peter Horsfield replied:
09 Feb 2017

"Thank you Michael for this opportunity to assist you and thank you for your positive review. You hav... (See more)"

Michael, 35-45 8 Feb 2017

"Peter showed me how to save thousands in tax while maintaining my same living expenses. "

Gary, 56-65 5 Apr 2016

"Peter is the best. He listens and delivers. It's as simple as that. "

Peter Horsfield replied:
10 Feb 2015

"Thanks Jenny for your kind words. You are a great example to others i.e. identifying a need, seeking... (See more)"

Jenny, 45-55 21 Jan 2015

History & Qualifications CONTACT THE ADVISER

My qualifications

Accredited Listed Product Adviser Program (2015)

Margin Lending (2015)

SMSF Specialist Advisor (2010)

My membership
Awards
  • National Advice Practice of the Year- Patron Financial Advice (2007)
  • National Advice Practice of the Year- Patron Financial Advice (2008)
  • Runner Up National Advice Practice of the Year- Patron Financial Advice (2009)
  • National Advice Practice of the Year- Patron Financial Advice (2010)
Years of experience
  • 18 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

1/35 Grafton St, Cairns
QLD 4870 Australia

Office hours

Monday:   7AM to 7PM
Tuesday:   7AM to 7PM
Wednesday:   7AM to 7PM
Thursday:   7AM to 7PM
Friday:   7AM to 12PM
Saturday:   9AM to 12PM

Other address

FMW
174 Willoughby Rd, Crows Nest
NSW 2065 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 15 Total Reviews
Michael, 35-4508 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Peter was great, he replied to my query immediately and offered helpful informed advice. I would definitely recommend Peter to help with your financial questions."

Peter Horsfield replied:
09 Feb 2017

"Thank you Michael for this opportunity to assist you and thank you for your positive review. You have all the right ingredients for success and I look forward to hearing your progress and you achieving your milestones along the way. Warm regards Peter"

Gary, 56-6505 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Peter showed me how to save thousands in tax while maintaining my same living expenses. "

Paul, 56-6519 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Peter Horsfield replied:
12 Oct 2016

"Thanks Paul"

Nick, 45-5501 Mar 2015
Expand
Overall customer rating
96%
- Communication
92%
- Knowledge & Expertise
92%
- Customer Care
100%
- Recommendation
100%
Peter Horsfield replied:
23 Mar 2015

"Thanks Nick!"

Jenny, 45-5521 Jan 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Peter is the best. He listens and delivers. It's as simple as that. "

Peter Horsfield replied:
10 Feb 2015

"Thanks Jenny for your kind words. You are a great example to others i.e. identifying a need, seeking help, applying the advice (aligned to your values and goals) then doing the work to make it happen. Well done!"

John & Kerry , 56-6505 Dec 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Peters help has been invaluable, his knowledge and support has been fantastic, we have no hesitation in recommending him to everyone. "

Leanne, 35-4527 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Peter Horsfield has been looking after our finances for years now and we are incredibly grateful. We have peace of mind that we are covered financially should anything unexpected happen. Peter offers a personalised service and understands what we need now and into the future, and is helping us work towards our goals."

Peter Horsfield replied:
10 Feb 2015

"It's a testament to your character that whenever your thought about, you bring a smile to that person's face. Thank you for your kind words, you always bring a smile to my face whenever I think about you and Andrew. Warm regards Peter"

Leanne & Kevin, 56-6520 Nov 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been Clients of Peter’s since 2006. In this time Peter has always been extremely approachable, and only too eager to help in any way he possibly could. Peter has always been very personable, supportive and proactive to our various needs and situations. We have complete trust in Peter and know he is always working to help us achieve our financial goals now and in the future. Kevin & Leanne Brown "

Peter Horsfield replied:
10 Feb 2015

"Lee and Kev, thank you so much. Thank you for giving me the opportunity to do something I love i.e. help others. More than that, thank you for trusting me as your guide and adviser over these years. I look forward to many more years of friendship and service."

Kellie, 35-4506 Nov 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%

"Peter is wonderful. I'm a basic analogy type of girl - so no big words. If I don't understand something I say so, and he will explain it to me in another way, that I do understand. I've known Peter now for about 6 years, he is always happy to hear from you or when he rings you, very family orientated with asking how the family is before business. I feel that's a sign of caring. I wouldn't go anywhere else for financial information, Peter Horsefield is the one for us."

Peter Horsfield replied:
06 Nov 2014

"Kellie and Matt. Thank you for your kind words of thanks. Making clients happy is the icing on the cake and makes each day a day to look forward to."

Ashley, 35-4505 Nov 2014
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Dont want to worry about my retirement, so a good financial planner now will make sure I can actually retire, unlike my parents."

Peter Horsfield replied:
10 Feb 2015

"Thanks Ashley, Sucess maybe simple, however implementation is the key (which is the hard part). Remember lather rinse repeat and eat that elephant one piece at a time. Warm regards Peter"

Roz, 45-5531 Oct 2014
Expand
Overall customer rating
89%
- Communication
77%
- Knowledge & Expertise
77%
- Customer Care
100%
- Recommendation
100%

"What set's Peter above other advisers is his ability to quickly identify effective and simple steps to help you achieve your goals while at the same time minimize your risks. "

Vigen, 45-5531 Oct 2014
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%

"We have been working with Peter for over 10 years. He is honest, reliable, proactive and professional."

Peter Horsfield replied:
31 Oct 2014

"Thanks Vigen for your kind words. We simply love what we do and are humbled that others also find value in our services. It's an honor and a privilege to do what we love and work with you."

Richard, 45-5527 Oct 2014
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%

"Peter's approach was insightful and professional. he got to the core needs for us and then created a plan to help us achieve our plans in a simple and effective way. We have greater confidence with our financial future thanks to Peter's assistance."

Peter Horsfield replied:
30 Oct 2014

"Thanks Richard, its both an honor and a privilege to help people in making smarter choices about their money. You are on your way to achieving your most important goals."

Daniel, 45-5525 Oct 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%
Peter Horsfield replied:
30 Oct 2014

"Thank you Daniel, I am humbled to receive your fantastic review. We value you and thank you for the opportunity to do that which we love. Help people to make smart choices about their money. Warm Regards Peter"

Chris, 35-4522 Oct 2014
Expand
Overall customer rating
85%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
96%
- Recommendation
96%
Peter Horsfield replied:
30 Oct 2014

"Chris much appreciated. We are looking forward to continuing to deliver and add value to you and Yuko."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
2
Customers

#2
Building Super
STRENGTH
1
Customers

#2
Household Budgeting
STRENGTH
1
Customers

#2
Insurance Protection
STRENGTH
1
Customers

#2
Managing Debt
STRENGTH
1
Customers

#2
Savings Investment
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

#2
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

99%

Peter Horsfield

Company: Infocus

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Peter Horsfield is a member of and in what capacity, the licensee or company of Peter Horsfield and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Peter Horsfield (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 93%

Customer Satisfaction: 100%